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Overview

The Settings section allows you to set how some functionalities will look like or perform. Also, it is possible to change the user interface (enable the language selection or modify the system logo).

Entity

Key Description
entity_parties Select from the following:
  • parties_of_coverolder
  • parties_of_insurer
  • parties_of_reinsurer
  • parties_of_agent_network
  • parties_of_broker
entity_subagents Allows the entity to have childs.
entity_counter_uuid UUUID, that is used for the entity counter.
entity_client_types Select which entity types will be available to create:
  • Insurer
  • Coverholder
  • Agent

Invoice

Key Description
invoice_counter_uuid UUUID, that is used for the invoice counter.
invoice_due_date_period In how many days the invoice should be paid.

Client

Key Description
client_reference_required If you will select optional, then client reference will be generated automatically when creating a client.
client_counter_uuid UUUID, that is used for the client counter.
client_field_type_hidden If toggled, hides the Type column in the clients list.
client_company_tax_code_field_hidden If toggled, hides the Tax Code field when creating a client.
client_company_registration_code_field_hidden If toggled, hides the Registration Code field when creating a client.
client_default_client_type Select which client type will be created by default:
  • Indivdual
  • Corporate

Tfa

Key Description
tfa_method Two-factor authentication method that is used.
Default value: google2fa
tfa_mode Select enable_specific.

Formatting

Key Description
formatting_locale Defines the formatting of date, money, etc.

Outdated-status

Key Description
outdated_status_class What notification class will be used for the outdated message: Danger, Warning, Info.
outdated_status_name Enter any string for the message.

Ui

Key Description
ui_name Enter the instance name.
ui_logo Upload the instance logo.
ui_menu_langauge If toggled, then a selection of languages will appear in the sidebar.
ui_favicon Upload the instance favicon.

Schema

Key Description
schema_publishing If enabled, then published schemas will not be available for editing.

Transactions

Key Description
gross_commission_calculation Defines how the gross commission is calculated in transactions. Possible options:
  • gross_commission_included_agent_commission
  • mga_commission_and_agent_commission_sum

User

Key Description
user_password_reminder_link_validity_hours Defines for how long (in hours) the password reminder link is valid.
user_registration_link_validity_hours Defines for how long (in hours) the user registration link is valid.